401(k) Fridays Podcast

In prior episodes we have talked about how to "Transition from Financial Education to Financial Wellness", how "Financial Wellness is a Trend too Big to be Ignored" and we have even talked with Cisco Systems to learn how they designed and rolled out their financial wellness strategy.  What we haven’t spent any time on is making sure that as you introduce or expand your financial or general wellness programs, you don’t run into compliance problems along the way! So, I was excited to have Monica Novak, an ERISA Attorney with Drinker Biddle & Reath join me on the podcast.  Monica does a terrific job sharing her experience working with employers on questions and concerns on both financial wellness and more traditional physical wellness programs.  As much of our conversation does focus on what can go wrong with wellness programs, I did want to share that Monica is a big fan of wellness and didn’t want some of the doom and gloom we chat about to scare anyone away from pursuing workplace wellness!   Guest Bio Mo